Announcing Our Partnership With AFEAYou’ve worked hard to gain the skill sets and financial insights needed to become a trusted financial expert! You’ve applied yourself and can skillfully use the Circle of Wealth® to help your clients understand key financial concepts in a way they can understand and implement! You are ready to change lives…

Yet, for many advisors, there is still a struggle in finding clients. You have tools and the conversations to make a difference but there doesn’t seem to be enough people to see. You have the message but not the marketing … until now!

MoneyTrax is pleased to announce a strategic partnership with AFEA, one of the fastest-growing 501(c)(3) financial wellness programs in the country. Their nonprofit access to Colleges, Churches, Libraries and various other community organizations can open doors for you to teach college classes or monthly seminars using the Circle of Wealth® within each presentation.

These are not dinner seminars! These are educational financial events that strategically position you as the trusted financial expert to help individuals and families within your community learn how money really works. As a trusted financial expert, skilled in the Circle of Wealth®, you will have access to premade seminars, workbooks, and the tools needed to provide financial insight to attendees. You will have a proven marketing process that can place you in front of attendees who are ready to learn and engage.

To learn more, we invite you to attend the AFEA presentation at COW College 2022 and participate in our upcoming Marketing through Educational Workshop starting in February 2022 hosted by Circle of Wealth® Executive Coach, Crystal Langdon, and AFEA. 

Let 2022 be the year where you maximize your financial skillset and your calendar is full of changing clients’ lives!

To learn more about the partnership, watch Roundtable October 25, 2021 recording archived below: